See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,056 |
Service code 27 3030 N ROCKY POINT DR W, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $16,666 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $5,613 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,101 | $47,969+67.0% | $85,969-6.8% | $52,331+53.1% |
| Participation rate | 87.4% | 61.7%+25.7pp | 76.5%+10.9pp | 68.1%+19.3pp |
| Annual return | -0.55% | -0.13%-0.4pp | 9.32%-9.9pp | 4.54%-5.1pp |
| Employer contribution / active EE | $3,081 | $1,460+111.0% | $3,474-11.3% | $1,882+63.7% |
| Participant deferral / active EE | $4,237 | $2,110+100.8% | $3,829+10.6% | $3,022+40.2% |
| Admin fee / account holder | $363 | $530-31.6% | $6,053-94.0% | $592-38.7% |